Group 1 - The article expresses skepticism regarding the near- to medium-term return prospects for business development companies (BDCs) due to lower base rates, higher long-term yields, shallow leveraged buyout (LBO) and merger & acquisition (M&A) volumes, and an increasing supply of new private credit [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, focusing on helping top-tier corporates shape financial strategies and execute large-scale financings [1] - Berzins has contributed to institutionalizing the Real Estate Investment Trust (REIT) framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1] - His policy-level work includes developing national State-Owned Enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [1]

With a 16% discount from net asset value and a catalyst in its portfolio related to its credit performance, Oaktree Specialty Lending (NASDAQ: OCSL ) has the potential to be a rebound candidate in 2025. The BDC cut its dividend byAnalyst’s Disclosure: I/we have a beneficial long position in the shares of OCSL, ARCC, BXSL, FSK, OBDC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than f ...

Contributing analyst to the iREIT+Hoya Capital investment group. The Dividend Collectuh is not a registered investment professional nor financial advisor and these articles should not be taken as financial advice. This is for educational purposes only and I encourage everyone to do their own due diligence. I'm a Navy veteran who enjoys dividend investing in quality blue-chip stocks, BDC's, and REITs. I am a buy-and-hold investor who prefers quality over quantity and plans to supplement his retirement income ...

Oaktree Specialty Lending (OCSL) Q2 2025 Earnings Call May 01, 2025 11:00 AM ET Company Participants Clark Koury - Head - IRMatt Pendo - PresidentArmen Panossian - CEO & Co-CIOChristopher McKown - CFO & TreasurerMelissa Wedel - Vice President, U.S. Equities ResearchPaul Johnson - Vice President Conference Call Participants Finian O’Shea - Analyst Operator Welcome, and thank you for joining Oaktree Specialty Lending Corporation Second Fiscal Quarter twenty twenty five Conference Call. Today's conference call ...

Oaktree Specialty Lending (OCSL) Q2 2025 Earnings Call May 01, 2025 11:00 AM ET Company Participants Clark Koury - Head - IRMatt Pendo - PresidentArmen Panossian - CEO & Co-CIOChristopher McKown - CFO & TreasurerMelissa Wedel - Vice President, U.S. Equities ResearchPaul Johnson - Vice President Conference Call Participants Finian O’Shea - Analyst Operator Welcome, and thank you for joining Oaktree Specialty Lending Corporation Second Fiscal Quarter twenty twenty five Conference Call. Today's conference call ...

Oaktree Specialty Lending (OCSL) Q2 2025 Earnings Call May 01, 2025 11:00 AM ET Speaker0 Welcome, and thank you for joining Oaktree Specialty Lending Corporation Second Fiscal Quarter twenty twenty five Conference Call. Today's conference call is being recorded. At this time, all participants are in a listen only mode, but will be promoted for a question and answer session following the prepared remarks. Before we begin, I want to remind you that comments on today's call include forward looking statements r ...

Oaktree Specialty Lending (OCSL) came out with quarterly earnings of $0.45 per share, missing the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.76%. A quarter ago, it was expected that this specialty finance company would post earnings of $0.54 per share when it actually produced earnings of $0.54, delivering no surprise.Over the last four qu ...

Some of the statements in this presentation constitute forward-looking statements because they relate to future events or our future performance or financial condition. The forward-looking statements contained in this presentation may include statements as to: our future operating results and distribution projections; the ability of Oaktree Fund Advisors, LLC (together with its affiliates, "Oaktree") to implement Oaktree's future plans with respect to our business; the ability of Oaktree and its affiliates ...

Exhibit 99.1 Oaktree Specialty Lending Corporation Announces Second Fiscal Quarter 2025 Financial Results LOS ANGELES, CA, May 1, 2025 - Oaktree Specialty Lending Corporation (NASDAQ: OCSL) ("Oaktree Specialty Lending" or the "Company"), a specialty finance company, today announced its financial results for the fiscal quarter ended March 31, 2025. Financial Highlights for the Quarter Ended March 31, 2025 1 • Total investment income was $77.6 million ($0.90 per share) for the second fiscal quarter of 2025, a ...

Core Viewpoint - Oaktree Specialty Lending Corporation reported a decline in financial performance for the second fiscal quarter of 2025, primarily due to lower investment income and challenges with certain portfolio investments [3][4][11]. Financial Performance - Total investment income for the second fiscal quarter of 2025 was $77.6 million ($0.90 per share), down from $86.6 million ($1.05 per share) in the first fiscal quarter [4][11]. - Adjusted total investment income was $77.2 million ($0.90 per share) for the second quarter, compared to $87.1 million ($1.06 per share) in the previous quarter [4][11]. - GAAP net investment income decreased to $39.1 million ($0.45 per share) from $44.3 million ($0.54 per share) in the prior quarter [4][11]. - Net asset value (NAV) per share fell to $16.75 as of March 31, 2025, down from $17.63 as of December 31, 2024, reflecting losses on certain investments [4][11]. Investment Activity - The company originated $407.0 million in new investment commitments and received $279.4 million from prepayments and exits during the quarter [4][12]. - The weighted average yield on new debt investments was 9.5% [4][12]. - As of March 31, 2025, the fair value of the investment portfolio was $2.9 billion, consisting of investments in 152 companies [12][16]. Debt and Liquidity - Total debt outstanding was $1,470.0 million, with a total debt to equity ratio of 1.00x and a net debt to equity ratio of 0.93x [4][26]. - Liquidity included $97.8 million in unrestricted cash and over $1.0 billion in undrawn capacity under credit facilities [4][24]. - The company issued $300 million in unsecured notes during the quarter, maturing on February 27, 2030, with an interest rate of 6.340% [4][23]. Distributions - A quarterly cash distribution of $0.40 per share and a supplemental distribution of $0.02 per share were declared, payable on June 30, 2025 [5][6]. Portfolio Composition - As of March 31, 2025, 94.9% of the portfolio at fair value consisted of debt investments, with 80.9% in first lien loans [17][18]. - The number of portfolio companies increased to 152 from 136 as of December 31, 2024 [12][17]. Recent Developments - On April 8, 2025, the company amended its senior secured credit facility, reducing interest rate margins and extending the maturity date [27]. Management Commentary - The CEO emphasized the focus on resolving challenges with certain portfolio investments and diversifying the portfolio to capitalize on market opportunities amid economic uncertainty [3][5].